SLB (Schlumberger)
SLBQ1 2026(SLB Q4 FY2025)Estimated3.2% AI
AI Revenue %
3.2%
AI Fair Value
$1.5B
AI Revenue (Q)
$864.2M
Total Revenue (Q)
$27.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full-year Digital Division (new segment) reported $2,660M on $35,708M total (7.4%). Q4 implied Digital = $2,660M - $1,836M (nine months) = $824M (strong Q4 with year-end license sales). Full-year Digital Operations double-count = $464M eliminated in consolidation. AI portion estimate: Platforms & Applications is the core AI product line. Full year $2,660M minus ~$500M Digital Exploration minus ~$200M Professional Services minus ~$464M Digital Operations (eliminated) = net Digital reported without double-count. But segment revenue is $2,660M as reported. Applying ~40-45% AI rate to $824M Q4 = ~$350M. Math: $350M / ($35,708M - $25,963M) = $350M / $9,745M = 3.6%. Conservative 3.2% recognizing strong Q4 includes non-AI perpetual license sales.
Analyzed by claude-opus-4-6
Quoted Figures
Digital Division full-year revenue $2,660M, Total Revenue $35,708M
10-K FY2025 Segment Note
Revenue from Digital Operations of $464M, $290M, and $186M in 2025, 2024 and 2023, respectively
10-K FY2025 Segment Note
Digital Comprised of SLB's industry-leading digital solutions... utilize artificial intelligence (AI) and machine learning
10-K FY2025 Item 1 Business Description
AI Products Identified (Ring 1)
Delfi cloud platformLumi AI platformPetrel SaaS (AI-enhanced)Techlog SaaS (AI-enhanced)Digital Operations (autonomous drilling, automated well intervention)Performance Live centersChampionX digital (acquired Q3 2025)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Digital Exploration (seismic data library)Professional Services (consulting)Data Center Solutions (hardware, All Other segment)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix